About Wealth Planning Solutions

Wealth Planning Solutions provides expert financial advice and risk insurance to individuals, families and business owners. The cornerstone of our advice philosophy is to help you ensure the ongoing success of your personal and/or business financial affairs. We take the time to understand you, your challenges and aspirations, then we work with you to help you achieve your vision for your family and/or your business.It is a long term commitment, and is supported by our experienced staff who will make sure your particular needs are satisfied through professional advice and services which are tailored to your specific situation.

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We provide the following Financial Services Tailored to your needs

Financial Planning & Advice

We specialise in providing professional strategic advice tailored to help you grow your current financial position and ultimately achieve your long term lifestyle goals.

Self Managed Superannuation

We specialise in Self Managed Super Funds and make it very easy for you to not only create a SMSF but manage it ongoing. Our experienced team will provide advice to you on how best to tailor your SMSF for your specific needs including direct shares if appropriate.

Personal Risk Insurance

Life Insurance, TPD Insurance, Trauma Insurance, Income Protection. Protect you and your loved one’s by securing your income and protecting your financial future.

Business Risk Insurance

Buy / Sell Agreements & Key Person Insurance. If you are in business you should consider protecting your biggest asset which is YOU.

Redundancy Planning

We will advise you on how best to invest your redundancy and make it work wisely for your future.

Centrelink Assistance

We assess changes to Centrelink rules, and determine the impact on your financial plan. We also develop strategies to help you take advantage of changes to the rules, where appropriate.

Retirement Planning

Planning for the future is important and our experienced team can provide advice to you to ensure your financial future is in safe hands.

Group Risk Insurance

We can assist with Life, TPD and Income Protection policies for large groups. Financially protecting people.

Business Estate Planning

We advise on the process of arranging your business affairs now to ensure there is no unnecessary deterioration or loss of continuity in your business should an owner or key person suffer an illness or death.

Get Connected!

Connect to us via one of the following (or all!) social media links. You’ll be able to read regular news and announcements and hear what others are saying about our services!

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Our Team

We have a diverse range of personnel to bring strong financial experience, skills, and ideas to the table.

Wealth Planning Solutions

– We’re Here to Help

OUR ADDRESS

Wealth Planning Solutions
13 Mercer Street
Geelong VIC 3220

Ph: (03) 5224 9600
Fax: (03) 5221 5618
sarthur@wealthps.com.au
www.wealthps.com.au

PLEASE CONTACT US FOR MORE INFORMATION

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